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Home / Posts tagged “#retirementfunds”

#retirementfunds

Videos

Video interview: New mutual insurer enters the market

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Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025

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Issues around Budget 3.0 with tax specialist Louis Botha

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Alexforbes sharpens retail focus as it posts double-digit growth across key metrics

Alexforbes has launched Alexforbes One, its third umbrella fund and first designed for both internal consultants and IFAs, marking a major step in its strategy to strengthen ties with advisers.

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Adjudicator asks FSCA to act against ‘unresponsive’ retirement fund

Muvhango Lukhaimane says the SALA Pension Fund’s refusal to engage with her Office’s enquiries constitutes a breach of the fund’s fiduciary obligations.

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Retirement fund held to PFA’s jurisdictional requirements

Enforcement of the Adjudicator’s orders must proceed where the employer-municipality resides and where the unpaid contributions arose.

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Strict test for discharging an interdict: lessons from Cadac Pension Fund ruling

The judgment underscores that, absent a fundamental shift in facts or law, courts will not allow steps that could prejudice unresolved disputes over member rights.

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Benefit allocation | When may a retirement fund consider DNA testing?

When the paternity of a retirement member’s child is in doubt, boards must tread a fine line between equitable distribution and undue intrusion.

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Two-pot’s billion-rand bill: future fund members could carry the cost

The FSCA finds wildly inconsistent withdrawal charges under the two-pot retirement system, with some members paying up to R750 per transaction.

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FSCA overstepped its authority on retirement fund exemption time limit

The Tribunal finds the FSCA acted beyond its legal authority by imposing a three-year time limit on an exemption, reaffirming a key precedent on regulatory overreach.

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Tribunal upholds funds’ broad discretion in death benefit allocation

A nominee who receives a dependency allocation can still claim a share of any surplus death benefit according to the deceased’s nominations.

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Funds ‘must do more’ to hold employers accountable for arrear contributions

The OPFA on how retirement funds should address non-compliant employers, death benefit allocations, and requests to withhold benefits.

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Adjudicator aligns with High Court’s ruling on the in duplum rule

The OPFA confirms that penalty interest on late employer contributions may not exceed the original capital owing – in line with the Full Bench’s judgment in March.

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Fund loses bid to remove limit on interest on arrear contributions

The Full Bench affirms that interest under the Pension Funds Act is capped by the common law in duplum rule.

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Navigating the retirement age maze: a practical guide for employers

Synchronising employment agreements with the rules of occupational retirement funds promotes legal certainty, secures employee benefits, and smooths succession planning.

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Three-quarters of withdrawals in the new tax year are repeat claims

Many fund members are tapping into their savings components as soon as the tax window opens, data from the Actuarial Society indicates.

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Retirement funds can’t use POPIA to withhold information from the Adjudicator

PAIA and POPIA should not be misused to hide inadequate investigations into dependants’ claims.

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Retirement fund cannot withhold benefits without precise liability admission

The Tribunal says the Adjudicator should have addressed the fund’s reliance on two acknowledgements of debt stating different amounts.

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Member’s withdrawal bid denied as two-pot rules exclude legacy RAs

The Pension Funds Adjudicator rules the fund acted within the law when it refused a member’s request to dip into his FlexiPension plan.

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FSCA moves to simplify RA and preservation fund transfers

In response to industry calls, the Authority has drafted an exemption from the section 14(1) process for retail retirement funds.

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  • OMNI-CBR will be embedded in new supervisory technology platform
  • Expect the FSCA to call – heightened AML/CFT oversight ahead
  • Alexforbes sharpens retail focus as it posts double-digit growth across key metrics
  • SCA remits case dealing with protection of insurance benefits from insolvency claims
  • Adjudicator asks FSCA to act against ‘unresponsive’ retirement fund
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